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iShares Core S&P 500 ETF

1,907 hedge funds and large institutions have $135B invested in iShares Core S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 324 funds opening new positions, 775 increasing their positions, 596 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
+250
Holders Change %
+15.09%
% of All Funds
37.66%
Holding in Top 10
630
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+16.67%
% of All Funds
12.44%
New
324
Increased
775
Reduced
596
Closed
45
Calls
$91.8M
Puts
$30.5M
Net Calls
+$61.3M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1426
Cortland Associates
Missouri
$744K -$181K -561 -20%
HFA
1427
Hoover Financial Advisors
Pennsylvania
$743K +$18.1K +56 +2%
EWM
1428
Edge Wealth Management
New York
$743K +$571K +1,773 +333%
AFC
1429
Adaptive Financial Consulting
Ohio
$743K +$743K +2,298 New
AF
1430
Alerus Financial
North Dakota
$742K -$126K -389 -14%
DLHL
1431
Donald L. Hagan LLC
Florida
$741K -$229K -687 -24%
QCMC
1432
Quantum Capital Management (California)
California
$740K +$740K +2,288 New
WCM
1433
Weik Capital Management
Pennsylvania
$736K +$736K +2,276 New
GHA
1434
GW Henssler & Associates
Georgia
$732K -$17.8K -55 -2%
I2I
1435
Insight 2811 Inc
Illinois
$732K +$3.23K +10 +0.4%
UFF
1436
USA Financial Formulas
Michigan
$726K -$117K -361 -14%
HAM
1437
Highstreet Asset Management
Ontario, Canada
$725K -$65.6K -203 -8%
MWM
1438
Marietta Wealth Management
Georgia
$722K +$40.7K +126 +6%
HCA
1439
Harbour Capital Advisors
Virginia
$722K +$199K +615 +38%
FWSM
1440
First Wilshire Securities Management
California
$719K -$452K -1,400 -39%
KAH
1441
Kathryn A. Hall
$716K
TIA
1442
Tiemann Investment Advisors
California
$715K +$229K +709 +47%
PHS
1443
Pekin Hardy Strauss
Illinois
$714K -$32.3K -100 -4%
DBRC
1444
D.B. Root & Company
Pennsylvania
$712K -$43K -133 -6%
ANTB
1445
AMG National Trust Bank
Colorado
$712K
RC
1446
Roundview Capital
New Jersey
$711K +$60.7K +188 +9%
LRPA
1447
L. Roy Papp & Associates
Arizona
$710K -$25.8K -80 -4%
PT
1448
Plimoth Trust
Massachusetts
$708K -$8.41K -26 -1%
ISB
1449
Iowa State Bank
Iowa
$700K
MCM
1450
Mengis Capital Management
Oregon
$699K